Caleb Dupree

Caleb Dupree serves as an Investment Portfolio Analyst at Ashton Thomas Private Wealth in San Francisco, CA, where he provides portfolio analysis and investment recommendations for high-net-worth clients and institutional accounts. He focuses on asset allocation strategies, risk management, and client service, supporting the firm’s wealth management objectives.

His expertise spans traditional equity and fixed income markets as well as alternative investments, with particular emphasis on diversified portfolio construction for private clients and endowments. Caleb brings substantial experience from previous roles at Wells Fargo Advisors, where he worked as a Registered Client Associate and Licensed Banker, giving him broad exposure to retail and private banking sectors.

Caleb holds a Master of Arts in Economics from the University of San Francisco, a postgraduate qualification in Behavioural Economics from the University of Nottingham, and a degree in Experimental Macroeconomics from Universitat Pompeu Fabra. He also earned a B.A. Honors in Mathematics from Chowan University, underpinning his analytical rigor and investment acumen. His cross-disciplinary background allows him to integrate insights from behavioral finance and quantitative modeling into his portfolio advisory work.